Brindle & Bay Financial Advisors LLC Takes $204,000 Position in Dell Technologies Inc. $DELL

Posted by on Jul 13th, 2026

Brindle & Bay Financial Advisors LLC bought a new position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 1,244 shares of the technology company’s stock, valued at approximately $204,000.

A number of other large investors have also added to or reduced their stakes in DELL. Norges Bank acquired a new stake in shares of Dell Technologies during the 4th quarter worth about $607,349,000. Wellington Management Group LLP raised its holdings in Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after acquiring an additional 2,937,137 shares during the period. Invesco Ltd. lifted its position in Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after acquiring an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation grew its position in shares of Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after purchasing an additional 2,258,797 shares during the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Dell Technologies by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after purchasing an additional 1,355,841 shares during the period. Institutional investors own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

  • Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
  • Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
  • Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
  • Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
  • Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Analyst Ratings Changes

Several analysts recently weighed in on DELL shares. Raymond James Financial cut Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Guggenheim upgraded Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Loop Capital lifted their target price on Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Bank of America boosted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Wells Fargo & Company upped their price target on shares of Dell Technologies from $270.00 to $505.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $492.76.

Check Out Our Latest Stock Analysis on Dell Technologies

Dell Technologies Price Performance

Dell Technologies stock opened at $435.14 on Monday. The firm has a market cap of $282.02 billion, a PE ratio of 34.56, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. The stock’s fifty day moving average price is $354.07 and its two-hundred day moving average price is $219.22. Dell Technologies Inc. has a one year low of $110.22 and a one year high of $469.47.

Dell Technologies (NYSE:DELL – Get Free Report) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the prior year, the company posted $1.55 EPS. The company’s revenue was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Sell-side analysts expect that Dell Technologies Inc. will post 17.74 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is presently 20.02%.

Insider Activity

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 458,666 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the sale, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 4,228,357 shares of company stock valued at $1,544,916,338 in the last 90 days. 41.50% of the stock is owned by corporate insiders.

About Dell Technologies

(Free Report)

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.

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Institutional Ownership by Quarter for Dell Technologies (NYSE:DELL)

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